Add test drive leads to central follow-up sheet
Add test drive leads to central follow-up sheet
Your test-drive bookings land unstructured, leaving finance teams without a single list to review. Centralize leads so finance coordinators can flag customers for same-day outreach.
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Overview
Unstructured test-drive bookings create handoffs that slow financing and outreach; this flow captures every booking into one sheet. Your finance coordinators get a ready list to flag financing-ready customers for same-day outreach.